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Last updated: February 18th, 2020. Data source: SEC filings.
Coburn Barrett, federally registered in 2013, is a Registered Investment Advisor (RIA) in 2 state(s) with a licensed staff of 4 advisors. Coburn Barrett manages $150.8 million and provides investment advisory services for 2 clients (1:1 advisor/client ratio). This firm does not have a disciplinary history.
|Rank (United States)||Not Ranked|
|Advisors Directory||View Directory|
|Avg Advisor Years Registered||9|
|Percentage of Advisors Trusted||Less than 1%|
|Average Client Balance||$75,390,505|
|Total AUM||$150.8 million|
|Advisor / Client Ratio||1:1|
|Headquarters||1562 Grant Ave San Francisco, CA 94133|
|SEC Filings||View SEC IAPD CRD #166464|
|State(s) Registered||CA, WY|